InvestSMART

Colonial FirstChoice Personal Super - Alphinity Sustainable Share - Managed Fund (Closed)

Fund Objective
The option aims to outperform the S&P/ASX 300 Accumulation Index; before fees; costs and taxes over rolling five year periods.
Fund Strategy
The option aims for a portfolio of high quality companies which have net positive alignment with one or more of the UN's Sustainable Development Goals (SDGs); exceed Alphinity's minimum Environmental; Social and Corporate Governance (ESG) criteria; and fit the investment process described below. The SDGs are a globally-recognised framework that address themes such as climate change; inclusion; healthy lives; and poverty.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -0.39% 5.31% 1.08% 8.5% 18.74% 7.76% 4.59% -%
Growth return -0.39% 5.31% 1.08% 8.5% 18.74% 7.76% 4.59% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (S&P/ASX 200 TR AUD)
Total return 1.78% 0.36% 3.06% 7.37% 11.2% 9.81% 10.21% 10.12%
As at 30 Apr 2022. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Personal Super - Alphinity Sustainable Share
Australian Equities
86.66%
International Equities
11.35%
Cash
1.99%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
96.04%
International Equities
3.70%
Cash
-0.68%
Property & Infrastructure
1.29%
Fixed Interest
-0.34%
Alternatives
-0.01%

General Information

Fund Details
Type Description
Colonial FirstChoice Personal Super - Alphinity Sustainable Share
Closed
Colonial First State Investments Limited
FSF1785AU
Equity Australia Large Blend
starstar (as at 30 Apr 2022)
Superannuation Fund
16 May 2016
$1.24 million (as at 30 Apr 2022)
$1.3132 (as at 20 May 2022)
$1.3093 (as at 20 May 2022)
Finalised
Offer information
Type Description
MER 1.19% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR) 1.19% (as at 30 Jun 2025)
Performance fee (not included in ICR) Not Available
Minimum initial investment $20,000
Minimum redemption amount

Top 10 holdings (as at 31 Dec 2025)

Holding (as at 31 Dec 2025) Type % of Portfolio
BHP Group Ltd Equity 11.15%
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FAQs about the Colonial FirstChoice Personal Super - Alphinity Sustainable Share

The objective of the Colonial FirstChoice Personal Super - Alphinity Sustainable Share managed fund is The option aims to outperform the S&P/ASX 300 Accumulation Index; before fees; costs and taxes over rolling five year periods.

The strategy of the Colonial FirstChoice Personal Super - Alphinity Sustainable Share managed fund is The option aims for a portfolio of high quality companies which have net positive alignment with one or more of the UN's Sustainable Development Goals (SDGs); exceed Alphinity's minimum Environmental; Social and Corporate Governance (ESG) criteria; and fit the investment process described below. The SDGs are a globally-recognised framework that address themes such as climate change; inclusion; healthy lives; and poverty.

The APIR code of the Colonial FirstChoice Personal Super - Alphinity Sustainable Share managed fund is FSF1785AU.

Colonial FirstChoice Personal Super - Alphinity Sustainable Share’s total return last month was -0.39%. This was made up of a growth return of -0.39% and an income return of 0%. These returns were calculated as at 30 Apr 2022.

Colonial FirstChoice Personal Super - Alphinity Sustainable Share’s total return for the last three months was 5.31%. This was made up of a growth return of 5.31% and an income return of 0%%. These returns were calculated as at 30 Apr 2022.

Colonial FirstChoice Personal Super - Alphinity Sustainable Share’s one-year total return is 8.5%. This was made up of a growth return of 8.5% and an income return of 0%. These returns were calculated as at 30 Apr 2022.

Colonial FirstChoice Personal Super - Alphinity Sustainable Share’s one-year total return is 7.76%. This was made up of a growth return of 7.76% and an income return of 0%. These returns were calculated as at 30 Apr 2022.

The asset allocation of the Colonial FirstChoice Personal Super - Alphinity Sustainable Share managed fund is :

Australian Equities
86.66%
International Equities
11.35%
Cash
1.99%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Colonial FirstChoice Personal Super - Alphinity Sustainable Share managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Personal Super - Alphinity Sustainable Share managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 30 Apr 2022, the size of the Colonial FirstChoice Personal Super - Alphinity Sustainable Share managed fund was $1.24 million.

The Colonial FirstChoice Personal Super - Alphinity Sustainable Share managed fund has an inception date of 16 May 2016.

The current entry price of the Colonial FirstChoice Personal Super - Alphinity Sustainable Share managed fund is $1.3132 per unit and the current exit price is $1.3093 per unit (as at 20 May 2022).

The current exit price of the Colonial FirstChoice Personal Super - Alphinity Sustainable Share managed fund is $1.3093 per unit and the current entry price is $1.3132 per unit (as at 20 May 2022).

The minimum initial investment amount for the Colonial FirstChoice Personal Super - Alphinity Sustainable Share managed fund is $20,000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.